Congress trades
The Carlyle Group Inc. (CG)
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About The Carlyle Group Inc.
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NASDAQ
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- Harvey Mitchell Schwartz
- Employees
- 2,500
- Listed since
- May 3, 2012
- Market value
- $14.0B
- Price to earnings (12 mo)
- 38.7
- Net income per share, as reported (12 mo)
- $1.02
- Dividend yield
- 3.57%
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $1.07 | $0.91 | $1.1B | $923.5M | EPS beatRevenue beat |
| Q1 FY2026reported May 6, 2026 | $0.89 | $0.93 | $750.9M | $1.0B | EPS missRevenue miss |
| Q4 FY2025reported Feb 6, 2026 | $1.01 | $1.00 | $1.1B | $1.1B | EPS in lineRevenue beat |
| Q3 FY2025reported Oct 31, 2025 | $0.98 | $1.02 | $780.5M | $989.9M | EPS missRevenue miss |
| Q2 FY2025reported Aug 5, 2025 | $0.91 | $0.89 | $1.6B | $904.7M | EPS beatRevenue beat |
| Q1 FY2025reported May 9, 2025 | $1.14 | $0.96 | $807.8M | $992.4M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 23, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Lindsay P. LoBueChief Operating Officer | $500K | $23.9M | $1.7M | $26.1M |
| Harvey M. SchwartzChief Executive Officer (principal executive officer) | $1.0M | $0 | $6.1M | $7.1M |
| Jeffrey W. FergusonGeneral Counsel | $500K | $3.7M | $1.1M | $5.3M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 31,984,053 | +3.1% | 8.94% |
| Harris Associates L.P. | $743.7M | 17,661,625 | +6.5% | 4.94% |
| Vanguard Portfolio Management LLC | $498.2M | 11,830,112 | +0.1% | 3.31% |
| Capital World Investors | $497.5M | 11,813,798 | -33.7% | 3.30% |
| Vanguard Capital Management LLC | $482.8M | 11,464,474 | +0.6% | 3.20% |
| Morgan Stanley | $420.8M | 9,993,408 | -1.8% | 2.79% |
| State Street Corp | $416.6M | 9,891,982 | +2.2% | 2.75% |
| Massachusetts Financial Services Co | $328.6M | 7,739,524 | +1.2% | 2.16% |
| Alkeon Capital Management LLC | $250.2M | 5,941,316 | 0.0% | 1.66% |
| William Blair Investment Management, LLC | $249.1M | 5,914,905 | -6.1% | 1.65% |
| Geode Capital Management, LLC | $219.4M | 5,224,555 | +1.5% | 1.46% |
| Ariel Investments, LLC | $191.5M | 4,548,683 | +14.2% | 1.27% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in CG
18 disclosures of 18 on record · median 20d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Jefferson Shreve | Stock | Sale | $50,001 - $100,000 | -15.4%After the saleS&P 500 +30.4% · -45.8 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Jefferson Shreve | Stock | Purchase | $50,001 - $100,000 | +4.5%S&P 500 +50.7% · -46.2 pts vs S&P 500 | Apr 7, 2025 | May 8, 2025 | 31d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +7.7%After the saleS&P 500 +44.4% · -36.7 pts vs S&P 500 | Apr 17, 2025 | May 8, 2025 | 21d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | -16.4%After the saleS&P 500 +30.2% · -46.6 pts vs S&P 500 | Mar 5, 2025 | Apr 11, 2025 | 37d |
| Shri Thanedar | Stock | Sale | $15,001 - $50,000 | +11.6%After the saleS&P 500 +89.8% · -78.2 pts vs S&P 500 | Jan 23, 2023 | Feb 9, 2023 | 17d |
| Shri Thanedar | Stock | Sale | $1,001 - $15,000 | +11.6%After the saleS&P 500 +89.8% · -78.2 pts vs S&P 500 | Jan 23, 2023 | Feb 9, 2023 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +14.3%After the saleS&P 500 +94.8% · -80.5 pts vs S&P 500 | Jun 27, 2022 | Jul 7, 2022 | 10d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +5.2%S&P 500 +91.5% · -86.3 pts vs S&P 500 | May 23, 2022 | Jun 10, 2022 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -2.7%S&P 500 +82.1% · -84.8 pts vs S&P 500 | Jun 2, 2022 | Jun 10, 2022 | 8d |
| Ro Khanna | Stock | Purchase | Not captured | n/a | Jun 2, 2022 | Jun 10, 2022 | 8d |
| Thomas R. Suozzi | Stock | Sale | $50,001 - $100,000 | -34.9%After the saleS&P 500 +61.8% · -96.7 pts vs S&P 500 | Nov 18, 2021 | Dec 1, 2021 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -21.2%S&P 500 +73.2% · -94.4 pts vs S&P 500 | Oct 7, 2021 | Nov 9, 2021 | 33d |
| Thomas R. Suozzi | Stock | Purchase | $50,001 - $100,000 | -27.9%S&P 500 +67.9% · -95.8 pts vs S&P 500 | Oct 20, 2021 | Nov 5, 2021 | 16d |
| Dwight Evans | Stock | Sale | $1,001 - $15,000 | -10.5%After the saleS&P 500 +81.4% · -91.9 pts vs S&P 500 | May 26, 2021 | Jul 9, 2021 | 44d |
| Dwight Evans | Stock | Purchase | $1,001 - $15,000 | +49.5%S&P 500 +121.9% · -72.4 pts vs S&P 500 | Sep 4, 2020 | Sep 21, 2020 | 17d |
| Dwight Evans | Stock | Purchase | $1,001 - $15,000 | +26.4%S&P 500 +146.1% · -119.7 pts vs S&P 500 | Mar 2, 2020 | Apr 23, 2020 | 52d |
| Dwight Evans | Stock | Purchase | $1,001 - $15,000 | +104.4%S&P 500 +162.3% · -57.9 pts vs S&P 500 | Apr 15, 2019 | May 15, 2019 | 30d |
| John HoevenSelf | Stock | Purchase | $100,001 - $250,000 | +22.8%S&P 500 +379.1% · -356.2 pts vs S&P 500 | Apr 29, 2013 | May 8, 2014 | 374d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in CG, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded CG?
Jefferson Shreve, Shri Thanedar, Ro Khanna, Thomas R. Suozzi, Dwight Evans and John Hoeven disclosed CG transactions in the filings shown here.
How quickly are CG trades disclosed?
Congressional disclosures took a median of 20 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.